Templates
Employee Onboarding
Assurance Partner Onboarding
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Assurance Partner Onboarding

1
Announce new Assurance Partner to staff
2
Assign a mentor for the new Assurance Partner
3
Organize a meet-and-greet session between the new partner and existing staff
4
Provide overview of company's mission, vision and operating principles
5
Review company's code of ethics and compliance requirements
6
Approval: Ethic and Compliance Understanding
7
Provide training on proprietary software, systems, and other technology
8
Introduce new Assurance Partner to existing clients and stakeholders
9
Provide an overview of ongoing projects and responsibilities
10
Assign a secretary or assistant
11
Arrange for office space and resources
12
Issue company ID and security access
13
Set up company email account and other communication tools
14
Enroll the Assurance Partner in relevant professional development programs
15
Handover client files and case loads to new partner with briefings
16
Approval: Client Handover
17
Provide a tour of the office facility and introduce to support staff
18
Schedule first week's meetings and briefings
19
Providing details of company policies and benefits
20
Inviting them to the first team meeting